See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988 | Advisory (Plan) | $7,014 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,479 | $65,409+258.5% | $98,442+138.2% | $85,850+173.1% |
| Participation rate | 83.9% | 65.0%+18.9pp | 73.3%+10.5pp | 69.3%+14.6pp |
| Annual return | 13.82% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,749 | $2,168+26.8% | $2,960-7.1% | $2,565+7.2% |
| Participant deferral / active EE | $4,921 | $3,166+55.4% | $4,276+15.1% | $3,952+24.5% |
| Admin fee / account holder | -$73 | $4,593-101.6% | $5,949-101.2% | $6,260-101.2% |